Esi Advisors
Esi Advisors (CRD# 283973) is a financial advisory firm headquartered in Ponce, PR. They manage $1,453,629 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$66,074
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PR
Financial Advisors at Esi Advisors
1
Julio Cintron (CRD# 6650530) is an Investment Advisor Representative working at Esi Advisors in Ponce, PR and has over 7 years of experience in the finance industry.
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